M
CRD: 339228
Modell Capital Management LLC
Bloomfield Hills, MI, 48304
2487238000
$1.9B Total AUM
$1.9B Disc. AUM
-- 3Y CAGR
7 Employees
394 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2025
- Office Locations
- 1
Office Locations
91 W. Long Lake Road Bloomfield Hills MI
About Modell Capital Management LLC
Modell Capital Management LLC is a Bloomfield Hills-based RIA. The firm has been operating for 0 years. Managing $1.9B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
33 AVG AGE
$628.1M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
0.5 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
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Investment Themes
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Owner & Executives
J
JEREMY JOSEPH MODELL
Chief Executive Officer
- CRD
- #2729149
- Ownership
- Less than 5%
(427) 962-3536
meridian.wave@valuecapital.com
in linkedin.com/in/quantum-unison
J
Jake Mitchell Powers
Chief Compliance Officer
- CRD
- #7870041
- Ownership
- Less than 5%
(841) 546-2807
eagle.element@harborcapital.com
in linkedin.com/in/vector-ridge
Showing 2 of 2 owners & executives
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A
ALEXANDER W STREK
--
- CRD
- #6089514
(687) 554-4420
radial.foundation@ridgecapital.com
in linkedin.com/in/horizon-beacon
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,884,181,810 | $2,052,486 |
| Non-Discretionary | $0 | -- |
| Total | $1,884,181,810 | $2,052,486 |
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Separately Managed Accounts
Total SMA Asset: $1,884,181,810
Equity - Exchange:
13.5% Public Funds:
12.5% Corporate - Investment Grade:
11.0% U.S. Government/Agency:
21.9% Cash:
8.6% Municipal Bonds:
21.1% Corporate - Non-Investment Grade:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $316,958,531 | 13.5% |
| Public Funds | $293,480,121 | 12.5% |
| Corporate - Investment Grade | $258,262,507 | 11.0% |
| U.S. Government/Agency | $514,177,172 | 21.9% |
| Cash | $201,914,323 | 8.6% |
| Municipal Bonds | $495,394,445 | 21.1% |
| Corporate - Non-Investment Grade | $267,653,871 | 11.4% |
| Total | $2,347,840,970 | 100.0% |